Issue Department

Issue Department

Issue Departments are used to tag or identify where and/or who uses the Products you purchase.  This translates into the dollars you actually use versus the dollars you spend each month on products or materials for your business.  These are also helpful when you need track usage to bill other parts of the business like for multiple Doctors, for example.

To locate the Issue Departments page go to:  Setup Information > Allocations > Issue Departments

Issue Departments

The Issue Departments page lists all available Issue Departments.
  1. Click on any Issue Department in the list to open the Edit Issue Department page.
  2. The only option is to edit the Name field or Remove it.
  3. Removing is like Deleting, and that Issue Department will remain assigned to any Products it is already assigned to until you update them.
  4. Remember to click the Save button if edit the Name.

Issue Department - Creation

To create a new Issue Department:
  1. Go to the Issue Departments page and click on the + Create New button.
  2. Then simply enter the Name of the new issue department and click Save.

Assigning Issue Department to Products

Issue Departments can be assigned to Products a few different ways.
  1. They will be assigned automatically, when you add new products, if you set the Category Allocation Defaults.
    1. These are easily set by going into Setup Information > Categories & Sub-Categories page.
  2. The other option is to manually Set or Change them product by product anywhere you can access a product profile like My Catalog.
  3. Also, they can be changed from My Catalog anytime or right on the Requested Products page before they are Issued from Stock by using the Mass Update option.
    1. Simply check to Box(s) to the left and choose Batch Option and/or Mass Update to begin the update process.
    2. Remember that from the Mass Update Products in your Catalog page Issue Departments will be under the Allocations tab.
Visit the Issued Products report to review and run Reports by either the Issue Department or Requested By assignments anytime.

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